LifeYield
Steve Zuschin has a diverse work experience in the financial and technology sectors. Steve is currently serving as the Chief Revenue Officer (CRO) at Mammoth Technology, a technology and services company that focuses on revolutionizing the way funds are established and serviced. Prior to their current role, Steve held various executive positions at LifeYield, a transformative software company that helps financial firms, advisors, and investors optimize their assets. At LifeYield, they served as the Executive Vice President of Business Development, Executive Vice President of Advisor Success, and EVP of Sales. Before LifeYield, Steve worked as the Director of Business Development at HiddenLevers, a financial technology company. Steve also has experience as a Sales Person at Hentze-Dor and as a Financial Representative at Northwestern Mutual.
Steve Zuschin attended California State University, Chico from 2003 to 2006 and earned a Bachelor of Science degree in Financial Management.
LifeYield
LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money. LifeYield's software takes a comprehensive view of investors' assets and provides simple tools to help improve their financial health. The company does so through the LifeYield Advantage Suite™ of assetoptimizing software programs including Portfolio Advantage, Social Security Advantage, and Income Advantage. Based in Boston and founded by acclaimed finance, technology, and industry experts, LifeYield is passionate about helping people live the retirement of their dreams.